CRM for Agencies
Manage multiple projects per client, track time across projects, collaborate with teams, and use client portals. Built for marketing, creative, and service agencies.
Agency management made simple
Agencies need to manage multiple projects per client, track time accurately, collaborate with teams, and keep clients in the loop. Most tools don't handle all of this well.
The Problem
- •Can't manage multiple projects per client easily
- •Time tracking doesn't connect to invoicing
- •No client portal for collaboration
- •Expensive per-user pricing
The Solution
- ✓Multiple projects per client organization
- ✓Time tracking that converts to invoices
- ✓Client portal for approvals and visibility
- ✓Flat-rate pricing, no per-user fees
Built for your workflow
Features designed specifically for your industry
Multiple Projects Per Client
Agencies work with clients on multiple projects simultaneously. SoloCRM lets you organize all projects under each client, track them separately, and see the full picture.
- Organize projects by client
- Track budgets and timelines per project
- See all client projects in one view
- Manage project portfolios easily
Team Collaboration
Work with your team on projects. Track who's working on what, assign tasks, and see project progress across your entire agency.
- Team member task assignments
- Project progress visibility
- Time tracking across team
- Collaborative project management
Client Portal & Approvals
Give clients access to their projects through a branded portal. Share updates, get approvals on scope changes, and maintain transparency.
- Branded client portal access
- Scope change requests and approvals
- Project status visibility
- Invoice viewing and payment
Proposal Templates
Create professional proposals quickly using templates. Generate custom proposals, track their status, and convert accepted proposals to projects.
- Customizable proposal templates
- AI-powered proposal generation
- Track proposal status
- Convert to projects when accepted
Your data flows automatically
No copy-pasting. Everything connects automatically.
Lead
Project
Time
Invoice
Turn a lead into a project. Log time on that project. Invoice from that time. It all flows together.
Simple pricing for agencies
Service Pro at £14.99/month includes unlimited projects, clients, and team collaboration. No per-user fees - one flat rate.
View pricingQuestions?
Yes. SoloCRM is designed for agencies that work with clients on multiple projects. You can create as many projects as needed per client, track them separately, and see all projects for a client in one view.
Team members can be assigned to tasks, track time on projects, and see project progress. While SoloCRM is optimized for small to medium agencies, it supports team workflows and collaboration features.
Yes. The client portal lets you invite clients to view their projects, see status updates, approve scope changes, and view invoices. Clients don't need to create accounts - you invite them via email.
Team members can log time on any project task. Time entries are tracked per project, so you can see exactly how much time is spent on each project and client. This makes invoicing and profitability analysis straightforward.
Yes. SoloCRM includes proposal generation with customizable templates. Create proposals, track their status, and when a client accepts, convert the proposal to a project with one click.
SoloCRM is optimized for small to medium agencies. If you're a large agency with complex needs, it may not have all the enterprise features you need. But for most agencies, it provides everything needed to manage clients, projects, time, and invoicing in one place.
Ready to get started?
No credit card needed. Just sign up and start using it.
30-day money-back guarantee • Cancel anytime • No setup fees